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Regan Floating Rate MBS ETF
MBSF

Name Holding Trade Value Shares
Change 		Change in
Stake
CP
1
Castleview Partners
Texas
$21.9M +$961K +37,630 +5%
TC
2
TownSquare Capital
Utah
$13.1M +$12.8M +499,519 +3,582%
VAG
3
VisionPoint Advisory Group
Texas
$12.1M -$127K -4,978 -1%
WIM
4
WealthPlan Investment Management
Nebraska
$9.91M +$523K +20,490 +6%
HAS
5
HBW Advisory Services
California
$8.62M -$3.15M -123,245 -27%
BFO
6
Biltmore Family Office
North Carolina
$7.57M +$270K +10,580 +4%
CA
7
CWC Advisors
Oregon
$6.54M +$6.56M +256,767 New
SCM
8
Sterneck Capital Management
Missouri
$4.99M +$413K +16,181 +9%
Goldman Sachs
9
Goldman Sachs
New York
$4.78M +$4.8M +187,816 New
ETC
10
Exchange Traded Concepts
Oklahoma
$4.65M -$1.26M -49,400 -21%
WP
11
WealthPLAN Partners
Nebraska
$4.34M +$111K +4,337 +3%
AI
12
Auour Investments
Massachusetts
$3.96M -$473K -18,528 -11%
CFA
13
Camarda Financial Advisors
Florida
$2.9M -$101K -3,964 -3%
AWM
14
Apollon Wealth Management
South Carolina
$2.76M -$20.5K -802 -0.7%
BWM
15
BlackDiamond Wealth Management
New York
$2.15M +$1.6M +62,796 +291%
AA
16
Armis Advisers
Georgia
$2.13M +$2.14M +83,663 New
BCI
17
Brinker Capital Investments
Pennsylvania
$1.94M -$1.06M -41,363 -35%
OPS
18
Orion Portfolio Solutions
Nebraska
$1.94M -$1.06M -41,363 -35%
WA
19
WESPAC Advisors
California
$1.9M -$113K -4,421 -6%
SA
20
Sanctuary Advisors
Indiana
$1.89M +$96.3K +3,772 +5%
IWM
21
Iams Wealth Management
Nebraska
$1.28M +$150K +5,893 +13%
NA
22
NewEdge Advisors
Louisiana
$1.04M +$475K +18,616 +84%
QAM
23
Q3 Asset Management
Michigan
$1.01M +$1.01M +39,680 New
KWA
24
Kingswood Wealth Advisors
California
$836K -$51.5K -2,016 -6%
GVCM
25
Global View Capital Management
Wisconsin
$788K -$353K -13,807 -31%
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